host: our current desk jon hilsenrath,, road -- our current guests jon hilsenrath, -- our current guest, jon hilsenrath, what is the take away benefits -- what is the take away? guest: that american corporations are doing well. they are doing well in part because they focused so intently and expanded so aggressively overseas over the last 10 to 20 years. many of these profits are coming from outside the united states. this is a double-edged sword. partially because they went out to hiring in places like america. what good is that doing us? that is income coming into american companies in helping to hold up stock companies. so, it does benefit the u.s. economy in that respect. there is a lesson to be learned from this. american corporations are doing well because they took a global view a long time ago. i think that that is what we have to think about for the broader economy. making it more globally competitive. the profits have been the strongest we have ever seen in a recovery. how will it become more globally oriented, competitive, and capable? guest: compared to what we just showed w